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Orient Overseas (International) Limited 2021-10-11T15:28 財經茄呢啡 傑富瑞經濟學者ＡＮＤＲＥＷ ＬＥＥ將東方海外國際的評級從買進調低至跑輸大盤，目標價從２０６港元調低至１００港元。他如今對集裝箱航運業持低配評級，認為因為中國的電力短缺狀況、航運旺季接近結束，運費增加接近拐點；另外如今的運費包含大量保證船位的附加費溢價。雖然他對明年的全球集裝箱航運業的基本面維持樂觀，但認為股價是由運費驅動的，航運市場將降溫，股價也將受到影響。
Orient Overseas (International) Limited 2021-10-11T15:28 財經茄呢啡 在獲利大豐收之際，中遠海控也加大船隊的投資。該公司９月２日公告，控股子公司東方海外的１０艘全資附屬單船公司在當天分別與南通中遠川崎、大連中遠川崎簽訂造船協議，以每艘１．５８億美元的價位共計訂造１０艘１６,０００標准箱貨櫃船，總價為１５．７６億美元。
Orient Overseas (International) Limited 2021-10-11T15:28 財經茄呢啡 個別發展形勢不變，板塊輪流上落，習以為常。航運及港務股列為同一板塊，近期卻各自修行，前者延續向下調整走勢，後者率先反彈，令整個板塊年初至今仍然錄得平均升幅５２％，反映內地電力短缺並未影響貨運需求，連匯豐研究報告上星期也相信，航運業其他正面因素多過經濟放緩，類似股權估值吸引，有利有幫帶動股價向上，並給予東方海外、中遠海控、海豐國際及太平洋航運買進評級。
Orient Overseas (International) Limited 2021-10-07T14:48 財經茄呢啡 智通財經ＡＰＰ獲悉，小摩公布研究報告稱，保持中遠海控及東方海外國際「賣入」評級，並視為行業首選，中遠海控目標價自３０港元調降至２５港元，東方海外目標價自３４２港元調降至２８７港元。
Orient Overseas (International) Limited 2021-10-04T15:13 財經茄呢啡 匯豐研究公布研究報告稱，內地限電情況影響有限，續吁「買進」中遠海控、海豐國際、太平洋航運、東方海外國際。另預估貨櫃運費率保持高企，第３、４季有關板塊盈利穩定上漲。
Orient Overseas (International) Limited 2021-09-30T15:05 財經茄呢啡 市場擴大審視電荒對不同板塊影響，航運股在國際運費指標波羅的海干散貨指數持續刷新１３年高位之際受壓，中遠海控、東方海外及太平洋航運瀉３．１４至６．４６％，內地工廠因限電拉閘恐威脅出口和全球供給鏈。券商花旗引述舜宇光學管理層指，限電暫未波及位於浙江和河南的核心工廠，但廣東中山廠有一些，正密切關注發展；該企股價周三收跌１．６２％。
Orient Overseas (International) Limited 2021-09-30T15:05 財經茄呢啡 亞系外資強調，在全球低庫存的環境下，貨運供給持續緊俏，貨櫃運價保持高檔，建議買入馬士基、長榮、東方海外、海豐國際、中遠海控、太平洋航運，價值具有吸引力。
Orient Overseas (International) Limited 2021-09-30T15:05 財經茄呢啡 貨櫃股昨天急吐，海豐國際跌１４．４％；勝獅貨櫃挫一成；中遠海發跌８．３％。另外波羅的海干散貨指數上星期五窄幅下挫，航運股借勢回調，中遠海控挫１４．３％；太平洋航運挫１０．８％；東方海外跌一成；中國外運跌６．２％。
Orient Overseas (International) Limited 2021-09-30T15:05 財經茄呢啡 智通財經ＡＰＰ獲悉，小摩公布研究報告稱，保持中遠海控及東方海外國際「賣入」評級，並視為行業首選，中遠海控目標價自３０港元降低至２５港元，東方海外目標價自３４２港元降低至２８７港元。
Orient Overseas (International) Limited 2021-09-30T15:05 財經茄呢啡 今年國際運價飆漲，中國航運股也紛紛水漲船高，不過中國交通部相信，現在貨運空箱（空貨櫃）短缺情況已基本取得緩解後，市場相信運價可能到頂，２７日中國航運價紛紛大修正，中國Ａ股海運龍頭中遠海控殺到跌停板作收，海豐國際、太平洋航運、東方海外國際也紛紛收黑。
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